Live product demos were powerful during meetings, but after the call, leads often lost momentum. Without reference materials to share with their teams, enthusiasm faded and sales cycles stalled.
To remove this friction, I developed strategic visual presentations that brought clarity, consistency, and confidence to our message, making the sales process smoother and more impactful.
Hypothesis: Strategically crafted, personalized sales materials would increase clarity, reduce post-meeting drop-off, and empower leads to drive internal buy-in.
Strategy: Create modular sales decks tailored to different ICPs and funnel stages, connect product features to real operational pain points, and collaborate with Sales and Customer Sucess to extend materials beyond closing to onboarding and retention.
How do you keep leads engaged and empower decision-makers after the call?
Before I joined, the sales team relied solely on one-pagers and live demos during calls with potential leads. However, there was no deeper material that walked prospects through each product feature, showed real-world examples, or highlighted how these solutions could work for them.
Without this context-rich resource, leads struggled to share the product story with other stakeholders, slowing down decision-making and elongating the sales cycle.
To fix this gap, I created personalized sales decks tailored to each ICP. These presentations combined real-world use cases, mapped pain points to solutions, and included benefit-driven storytelling alongside customer testimonials.
How do you turn surface-level curiosity into in-depth interest and faster decisions?
Many restaurant prospects wanted to know exactly what was covered in our coursesâwhat the curriculum looked like for waiters, cooks, and leadership roles. They were curious about our methodology and how the training would work in real life.
But at the time, the sales team only had a one-pager that spoke in broad terms, leaving these important questions unanswered.
To address this, I created a comprehensive sales deck focused specifically on the restaurant industry. This presentation dove deeper into each courseâs curriculum and methodology, helping prospects understand exactly how our product worked and what value it brought to their teams.
How do you empower Customer Success to turn onboarding into retentionâand retention into upsell?
The Customer Success team lacked visual tools to guide conversations with new clientsâthere was no clear, standardized way to outline the journey, setup steps, and what to expect next. This made it harder for HR teams at our clients to onboard staff smoothly and for everyone involved to stay aligned and engaged.
On top of that, during follow-up meetings with clients, there wasnât a consistent resource to highlight performance metrics, showcase new features, or open up opportunities for upsell.
To solve this, I created a suite of companion materials for the CS team: onboarding decks to clearly lay out the process, retention tools to show progress and celebrate wins, and upsell presentations to spotlight new opportunities.
These materials redefined the sales experience. Instead of relying solely on live demos, HeroGuest now had: